Financial Professional (Remote)

EA Financial

California (MO)

Hybrid

USD 45,000 - 75,000

Full time

14 days+

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Benefits offered by this job

Study materials and support for licensing exam

Remote & hybrid work options

Weekly training and coaching sessions

Personalized scheduling

Job summary

A financial services firm is seeking a Financial Professional to educate and assist clients remotely. No prior financial experience is required, but candidates should possess ambition and a customer service background. The role involves educating clients about financial strategies and providing support to help them reach their goals. As part of a high-earning field, your performance will directly influence your compensation and career advancement. Remote and hybrid work options are available.

Qualifications

Willingness to learn and grow within the financial industry.
Ability to pass a background check and a state licensing exam.
Must be at least 18 years old and a U.S. citizen.
Computer with a camera required.

Responsibilities

Assist and educate clients on financial solutions.
Leverage resources and technologies to enhance client experience.
Adhere to regulatory requirements and established processes.
Manage client interactions effectively.

Skills

Ambition & drive to make a positive impact

Customer service experience

Management experience

Job description

About the job Financial Professional (Remote)

Our purpose is to empower people to achieve financial well‑being. We achieve this by educating and assisting individuals, institutions, and business owners to take control of their finances and secure their future. In tandem, we are dedicated to mentoring and coaching future leaders in the industry to further our legacy of financial education and empowerment. We pride ourselves on a commitment to excellence rivaled by none – a commitment reflected in all aspects of our work.

We believe in a holistic approach to financial empowerment, which is why we have a three‑part mission that guides our work: build and secure wealth for families and individuals; create a movement of financial professionals; and turn wealth into impact.

As an Agent, you will serve as a key contact and liaison for clients to ensure they receive the financial education and support needed to reach their goals. As all training is provided by our expert leadership, no prior financial industry experience is required. We favor those who have demonstrated experience in serving others as educators, military personnel or public servants, and are willing to grow their skillset.

A strong entrepreneurial or leadership focus is a plus, as we do not believe in micromanagement and empower our agents to take initiative. You will engage with clients, providing financial education and support needed in a timely, professional and courteous manner. Agents provide financial knowledge, education, and strategies for business matters, insurance protection, retirement, savings and estate planning to help clients and business owners tailor‑make their ideal futures.

We are in the most highly compensated field, where your hard work, dedication and commitment to serving others will be rewarded. Your earnings will be directly tied to your performance and effort. Compensation and advancement opportunities are tailored to your career goals. Please keep in mind, no prior financial skills or experience is required–we are strongly committed to finding good-hearted leaders who are willing to be trained and coached to execute this position successfully.

Responsibilities

Assist and educate clients with both consumer and small business solutions and strategies while helping them navigate their unique life.
Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
Adhere to established processes, laws, and guidelines in performing day‑to‑day activities, such as submitting policies and account maintenance
Manage client interactions by taking the best course of action for them at all times while abiding by all regulatory requirements

Must have